SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.52B
1-Year Est. Return
21.17%
1 Year Est. Return
+21.17%
AUM
$3.33B
AUM Growth
+$191M
(+6.1%)
Holding
1,332
Top Buys
| 1 | +$13.5M | |
| 2 | +$4.45M | |
| 3 | +$3.81M | |
| 4 |
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
|
+$3.69M |
| 5 |
Innovator International Developed Power Buffer ETF September
ISEP
|
+$3.62M |
Top Sells
| 1 | +$9.12M | |
| 2 | +$8.82M | |
| 3 | +$8.08M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$6.4M |
| 5 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$6.07M |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Financials | 4.49% |
| 3 | Consumer Discretionary | 4.4% |
| 4 | Healthcare | 3.41% |
| 5 | Industrials | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Simplify Aggregate Bond ETF
AGGH
$307M
| – | – |
-106,495
|
|
||
1327
C3.ai
AI
$2.04B
| – | – |
0
|
|
||
1328
Invesco Taxable Municipal Bond ETF
BAB
$928M
| – | – |
-13,866
|
|
||
1329
Alibaba
BABA
$377B
| – | – |
-1,766
|
|
||
1330
Banco Bradesco
BBD
$38.9B
| – | – |
-19,463
|
|
||
1331
Becton Dickinson
BDX
$55.1B
| – | – |
-982
|
|
||
1332
B&G Foods
BGS
$373M
| – | – |
-10,050
|
|